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Davies Law, PLLC

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Davies Law, PLLC 
Charlotte, North Carolina Office
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15720 Brixham Hill Ave., Ballantyne One, Suite 203
Charlotte, North Carolina  28277

(Mecklenburg Co.)

Telephone: 704-323-7924
Fax: 704-295-1004

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About this office:

Ms. Davies is Board Certified Specialist in Estate Planning and Probate law. The firm plans the wealth transfer for individuals and closely held businesses, including all aspects of estate, gift, generation-skipping transfer, and income tax and asset protection. Represents personal representatives, trustees and interested persons during administration of estates and trusts and probate. Prepares complex wills and revocable trusts, irrevocable trusts, dynasty trusts, charitable trusts, split-interests trusts, and generation-skipping trusts. Represents fiduciaries and interested persons in contested trust and estate proceedings and the modification, reformation, and termination of irrevocable trusts. Structures the purchase and sale of closely-held business interests. Forms and advises regarding operation of partnerships, limited liability companies, corporations, and non-profit entities; structures and prepares partnership agreements, operating agreements for limited liability companies, corporate by laws, and shareholders' agreements for corporations. Plans to minimize the income and transfer tax consequences associated with qualified plan and individual retirement account distributions. Qualifies non-profit entities for tax-exempt status. Works with individuals, trusts and business entities in disputes with tax authorities.


Statement of Practice Summary:
Trusts and Estates, Wills, Probate, Estate Planning, Business Succession Planning, Closely Held Business Planning, Taxation, Asset Protection, Nonprofit and Charitable Organizations, Guardianship.

Ms. Davies is a member of the North Carolina Bar, South Carolina Bar, Pennsylvania Bar and the District of Columbia Bar.

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